Physician Wealth Advisors’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $194K | Sell |
2,613
-23
| -0.9% | -$1.71K | 0.03% | 190 |
|
|
2025
Q1 | $177K | Sell |
2,636
-110
| -4% | -$7.41K | 0.03% | 194 |
|
|
2024
Q4 | $177K | Sell |
2,746
-1,374
| -33% | -$88.8K | 0.03% | 193 |
|
|
2024
Q3 | $288K | Buy |
4,120
+1,052
| +34% | +$73.6K | 0.05% | 138 |
|
|
2024
Q2 | $215K | Sell |
3,068
-28
| -0.9% | -$1.97K | 0.04% | 171 |
|
|
2024
Q1 | $202K | Buy |
+3,096
| New | +$202K | 0.04% | 169 |
|
|
2022
Q1 | – | Sell |
-3,248
| Closed | -$221K | – | 159 |
|
|
2021
Q4 | $221K | Buy |
+3,248
| New | +$221K | 0.06% | 151 |
|